Creative Planning - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 66 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q4 2022$349,831
+2.0%
20,4460.0%0.00%0.0%
Q3 2022$343,00020,4460.00%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q3 2022
NameSharesValueWeighting ↓
Cornerstone Wealth Group, LLC 1,021,885$20,724,0003.55%
Activest Wealth Management 250,338$5,077,0003.14%
PSI Advisors, LLC 128,630$2,668,0001.09%
IBEX WEALTH ADVISORS 157,279$3,190,0000.56%
Advisory Resource Group 76,721$1,524,0000.51%
Realta Investment Advisors 112,572$2,283,0000.50%
NOTTINGHAM ADVISORS, INC. 208,950$4,232,0000.46%
BENJAMIN EDWARDS INC 62,246$1,262,0000.41%
Covington Capital Management 517,886$10,503,0000.36%
Carroll Financial Associates, Inc. 294,117$5,970,0000.32%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders